WAOTB
Wealth Advisors of Tampa Bay’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
2,052
-40
| -2% | -$11.2K | 0.22% | 69 |
|
|
2025
Q1 | $652K | Buy |
2,092
+320
| +18% | +$99.7K | 0.26% | 68 |
|
|
2024
Q4 | $462K | Buy |
1,772
+257
| +17% | +$67K | 0.2% | 69 |
|
|
2024
Q3 | $488K | Buy |
1,515
+95
| +7% | +$30.6K | 0.2% | 71 |
|
|
2024
Q2 | $444K | Hold |
1,420
| – | – | 0.21% | 67 |
|
|
2024
Q1 | $404K | Buy |
+1,420
| New | +$404K | 0.19% | 67 |
|
|
2022
Q4 | – | Sell |
-1,354
| Closed | -$305K | – | 75 |
|
|
2022
Q3 | $305K | Sell |
1,354
-29,222
| -96% | -$6.58M | 0.21% | 62 |
|
|
2022
Q2 | $7.44M | Sell |
30,576
-540
| -2% | -$131K | 2.3% | 13 |
|
|
2022
Q1 | $7.52M | Buy |
31,116
+260
| +0.8% | +$62.9K | 2.04% | 14 |
|
|
2021
Q4 | $6.94M | Buy |
30,856
+15,596
| +102% | +$3.51M | 1.7% | 21 |
|
|
2021
Q3 | $3.25M | Buy |
15,260
+1,160
| +8% | +$247K | 1.79% | 18 |
|
|
2021
Q2 | $3.44M | Sell |
14,100
-44
| -0.3% | -$10.7K | 1.91% | 17 |
|
|
2021
Q1 | $3.52M | Buy |
14,144
+945
| +7% | +$235K | 2.08% | 12 |
|
|
2020
Q4 | $3.04M | Buy |
13,199
+631
| +5% | +$145K | 2.12% | 11 |
|
|
2020
Q3 | $3.19M | Sell |
12,568
-505
| -4% | -$128K | 2.37% | 8 |
|
|
2020
Q2 | $3.08M | Buy |
13,073
+33
| +0.3% | +$7.78K | 2.57% | 9 |
|
|
2020
Q1 | $2.64M | Buy |
13,040
+141
| +1% | +$28.6K | 2.96% | 8 |
|
|
2019
Q4 | $3.11M | Buy |
12,899
+80
| +0.6% | +$19.3K | 2.86% | 12 |
|
|
2019
Q3 | $2.48M | Sell |
12,819
-1,800
| -12% | -$348K | 2.06% | 21 |
|
|
2019
Q2 | $2.69M | Buy |
+14,619
| New | +$2.69M | 1.96% | 22 |
|